Our Team

Want to know a little more about us? Click on any of our portraits below for a short profile.

Jeff McClure, CFP®
M.S. Personal Financial Planning

Jake McClure, CIMA®

Calli Jochum, Research Coordinator

Joshua Call, Compliance Officer and Chief Information Security Officer
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Dustin Howard, File Clerk

Tary Sipe, Operations Manager

Zee Call, Administrative Assistant

Peggy Westmoreland, Administrative Assistant

Robyn Diller, Compliance Officer(Training)

Dea Prall, Business Manager

Christy Rakowitz, Senior Administrative Manager and Client Relations Manager

Ashley Briggs, Administrative Assistant

Rio Mineta, Marketing Strategist